+62.6%
XYZ vs SOXQ
+189.0%
-126.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.5% | +6.3% | +4.2% |
| 7D | -1.1% | +8.2% | -9.2% | -4.4% |
| 30D | +11.5% | -13.2% | +24.7% | +17.0% |
| 3M | +1.8% | -18.5% | +20.3% | +9.4% |
| 6M | +21.2% | -15.4% | +36.7% | +22.8% |
| YTD | +29.9% | +43.6% | -13.6% | -4.0% |
| 1Y | +35.8% | +49.2% | -13.5% | -2.5% |
| 3Y | +62.6% | +190.2% | -127.6% | -26.0% |
| All | +62.6% | +189.0% | -126.4% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling